Burling Wealth Partners, LLC Purchases in Q3 2025

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
13.4K
+ 92.42%
$617.65 - $666.84 $8.3M - $8.96M
28K $18.6B
AAPL
Apple Inc.

Technology
1.67K
+ 1.43%
$202.38 - $256.87 $337K - $428K
118K $30.1B
NVDA
Nvidia Corp

Technology
3.99K
+ 3.2%
$153.3 - $186.58 $611K - $744K
128K $24B
GOOG
Alphabet Inc.

Communication Services
1.14K
+ 2.29%
$175.16 - $255.24 $200K - $291K
51.1K $12.4B
SHV
Ishares Tr

ETFs
30.9K
+ 102.18%
$110.06 - $110.49 $3.4M - $3.41M
61.1K $6.75B
ETN
Eaton Corp PLC

Industrials
6.93K
New
$342.99 - $392.76 $2.38M - $2.72M
6.93K $2.59B
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.14K
+ 244.57%
$420.11 - $472.68 $2.16M - $2.43M
7.24K $3.39B
ABBV
Abb Vie Inc.

Healthcare
1.3K
+ 2.78%
$184.85 - $231.54 $240K - $301K
48.1K $11.1B
VEU
Vanguard Ftse All World Ex Us

ETFs
29K
+ 60.84%
$66.38 - $71.68 $1.93M - $2.08M
76.7K $5.48B
MSFT
Microsoft Corp

Technology
1.07K
+ 1.61%
$491.09 - $535.64 $524K - $572K
67.4K $34.9B
META
Meta Platforms, Inc.

Communication Services
2.49K
+ 17.97%
$695.21 - $791.73 $1.73M - $1.97M
16.3K $12B
RTX
Raytheon Technologies Corp

Industrials
5.99K
+ 16.72%
$144.19 - $167.33 $864K - $1M
41.8K $7B
TJX
Tjx Companies Inc

Consumer Cyclical
5.97K
+ 16.89%
$121.35 - $144.54 $724K - $863K
41.3K $5.97B
TYL
Tyler Technologies Inc

Technology
3.22K
+ 120.43%
$522.22 - $611.76 $1.68M - $1.97M
5.9K $3.09B
LLY
Eli Lilly & CO

Healthcare
2.12K
+ 20.38%
$625.65 - $812.69 $1.33M - $1.72M
12.5K $9.56B
TMUS
T Mobile Us, Inc.

Communication Services
5.86K
+ 30.2%
$226.02 - $259.01 $1.32M - $1.52M
25.2K $6.04B
IWD
Ishares Russell 1000 Val ETF

ETFs
6.83K
+ 341.43%
$192.76 - $203.86 $1.32M - $1.39M
8.83K $1.8B
Vanguard 0 3 Month Treasury Bill ETF
18K
New
N/A
18K $1.36B
VB
Vanguard Small Cap ETF

ETFs
1.5K
+ 2.69%
$237.58 - $259.17 $357K - $389K
57.3K $14.6B
Vanguard Ultra Short Treasury ETF
16.5K
+ 475.65%
N/A
19.9K $1.51B
IWM
Ishares Russell 2000 ETF

ETFs
1.83K
+ 6.01%
$214.92 - $244.84 $392K - $447K
32.2K $7.8B
SPSB
Spdr Portfolio Short Term Corp

ETFs
37.6K
+ 25.96%
$30.02 - $30.29 $1.13M - $1.14M
182K $5.52B
PLD
Prologis, Inc.

Real Estate
7.71K
+ 33.36%
$104.08 - $115.35 $803K - $889K
30.8K $3.53B
XOM
Exxon Mobil Corp

Energy
8.12K
+ 29.69%
$105.83 - $117.22 $859K - $952K
35.5K $4B
AZO
Autozone Inc

Consumer Cyclical
175
+ 39.68%
$3649.42 - $4354.54 $639K - $762K
616 $2.64B
MA
Mastercard Inc

Financial Services
1.53K
+ 8.59%
$550.18 - $598.96 $843K - $918K
19.4K $11B
VEA
Vanguard Ftse Developed Market

ETFs
13.5K
+ 23.73%
$56.02 - $60.3 $757K - $814K
70.4K $4.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
+ 8.86%
$459.11 - $506.91 $608K - $672K
16.3K $8.18B
SYK
Stryker Corp

Healthcare
3.02K
+ 34.64%
$368.57 - $403.53 $1.11M - $1.22M
11.7K $4.34B
TFLO
Ishares Treasury Floating Rate

ETFs
16.7K
New
$50.45 - $50.65 $845K - $848K
16.7K $847M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.5K
New
$78.96 - $80.04 $830K - $842K
10.5K $840M
NEE
Nextera Energy Inc

Utilities
5.39K
+ 7.7%
$69.77 - $77.54 $376K - $418K
75.4K $5.69B
HD
Home Depot, Inc.

Consumer Cyclical
957
+ 8.4%
$357.4 - $423.42 $342K - $405K
12.4K $5.01B
Linde PLC Shs
1.6K
+ 24.93%
N/A
8.03K $3.82B
NDAQ
Nasdaq, Inc.

Financial Services
7.41K
+ 28.86%
$86.73 - $96.94 $642K - $718K
33.1K $2.92B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.53K
+ 67.17%
$89.32 - $107.82 $405K - $489K
11.3K $1.22B
WM
Waste Management Inc

Industrials
3.53K
+ 15.0%
$213.88 - $237.1 $754K - $836K
27K $5.97B
Veralto Corp Com Shs
3.58K
+ 10.59%
N/A
37.4K $3.98B
AMZN
Amazon Com Inc

Consumer Cyclical
2.47K
+ 2.16%
$211.65 - $238.24 $524K - $589K
117K $25.6B
IWR
Ishares Russell Mid Cap ETF

ETFs
5.2K
+ 109.84%
$92.26 - $97.51 $480K - $507K
9.93K $959M
SU
Suncor Energy Inc

Energy
6.76K
+ 15.87%
$37.83 - $43.02 $256K - $291K
49.3K $2.06B
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.11K
New
$87.29 - $93.61 $359K - $385K
4.11K $384M
ARES
Ares Management Corp

Financial Services
3.84K
+ 18.58%
$159.89 - $192.76 $614K - $741K
24.5K $3.92B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.2K
New
$134.94 - $145.86 $297K - $321K
2.2K $320M
RGA
Reinsurance Group Of America Inc

Financial Services
1.82K
+ 12.77%
$177.1 - $199.23 $323K - $363K
16.1K $3.09B
AVGO
Broadcom Inc.

Technology
728
New
$264.74 - $369.57 $193K - $269K
728 $240M
VUG
Vanguard Growth ETF

ETFs
470
New
$433.97 - $484.08 $204K - $228K
470 $225M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.76K
New
$42.26 - $47.16 $201K - $225K
4.76K $221M
IAU
Ishares Gold Trust

ETFs
3.01K
New
$61.62 - $72.77 $185K - $219K
3.01K $219M
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Burling Wealth Partners, LLC Portfolio

Follow Burling Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burling Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burling Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email